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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,565 | $99,032-10.6% | $80,022+10.7% | $135,380-34.6% |
| Participation rate | 66.7% | 78.4%-11.7pp | 75.8%-9.2pp | 82.6%-16.0pp |
| Annual return | 2.15% | 15.39%-13.2pp | 11.22%-9.1pp | 519.81%-517.7pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $2,468-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,686-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $10,436-100.0% | $6,521-100.0% | $10,828-100.0% |